631.405.4857 
How to Keep Your Estate Plan Current
When and how often do you need to review and update your estate plan? The answer will vary from person to person, family to family, but a number of factors […]
Continue reading
New Retirement Plan Laws: What You Need to Know
In late December, the SECURE 2.0 Act was signed into law which continues the overhaul of the nation’s retirement system that began in 2019. There are several notable provisions which […]
Continue reading
Top 6 Tips for Maintaining Your Independence
February is Senior Independence Month. We all want to remain independent, stay in our homes, and age in place as long as possible. Here are some tips to help older […]
Continue reading
The King’s Daughter’s Codicil
We often hear stories of celebrities with millions of dollars passing away without a Will, like Michael Jackson, Pablo Picasso, Prince, Aretha Franklin, and Aaron Carter, to name a few. […]
Continue reading
Do I Need a Trust?
As you plan for your future healthcare needs, what steps should you take to protect your assets? Should you set up a trust? If so, how do you know what […]
Continue reading
Legal Alert: The Continuous Coverage Requirement for NYS Medicaid Program Has Ended
In December 2022, the Consolidated Appropriations Act (CAA) unlinked the Medicaid continuous coverage requirement from the public health emergency for the first time since March 2020. As a result of […]
Continue reading
Senior Dreams Come True Grants First Wish of 2023
Linda D., an East End senior, found herself in a difficult situation when her refrigerator stopped working. After recently losing her husband to a years-long battle with cancer, the inconvenience […]
Continue reading
Legal Alert: New Law Means All Medicaid Recipients Must Recertify Beginning in April 2023
Since the onset of the Public Health Emergency created by the COVID-19 pandemic, federal law has required each state to maintain Medicaid eligibility for its Medicaid recipients in exchange for […]
Continue reading
Start the New Year by Getting Your Ducks in a Row
Every competent adult should execute a Last Will and Testament. This legal document determines how your estate will be distributed upon your death. It keeps decision-making in your hands, where […]
Continue reading
Estate Planning: Gifting to Heirs
As the holiday season is upon us and the tax year is coming to a close, it is a good time to consider making tax-advantaged gifts to your loved ones […]
Continue reading